Plan Sponsor Consultants Company Profile, Contacts & Intelligence

Investment ManagementUnited States4 employeesFounded 2008
3 contacts with email or phone data3 with email data2 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts

Plan Sponsor Consultants Overview

Our mission is to create an exceptional retirement plan experience for employers and their employees alike. We help plan sponsors deliver the highest quality program by providing services that save time, reduce exposure to fiduciary liability, and address both IRS and DoL Requirements. By providing Financial Wellness Benefits, we assist participants by helping to improve their financial literacy and retirement readiness.

Headquarters
United States
Website
plansponsorconsultants.com
Industry
Investment Management
Founded
2008
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Full Service Retirement Plan Consulting Retirement Plan Fiduciary Assessments of Prudent Standards of Care Financial Wellness Benefits Proprietary RFP for Retirement Plans Comparative Vendor Benchmarking Fiduciary Training

Plan Sponsor Consultants Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 2 with phone data in the visible sample.

Plan Sponsor Consultants People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Michael M. Kane Chfc, Aifa, Cpfa
2024 Planadviser Top 100 Retirement
E
P
Pongsopon Supo
A
Addie George, Aif, Cpfa
2023 Napa Top Women
EP
L
Lee Applebaum
Cfp®, Aifa®, Cpfa Senior Vice President
EP

Plan Sponsor Consultants Workforce Composition

Seniority breakdown across 3 visible profiles.

Individual contributor
2
Executive
1

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